Year-end Tax Form Processing and Delivery

Streamlining the Process and Save on Print and Mail Costs

Year-end tax form processing is costly and takes excessive amounts of client time. But year in year out, it has to be done right, complying with all the strict regulatory mandates. Would it be great if you could help your clients with this problematic task, streamline, and add value to the process? You could be saving them significant print and mail costs en route. Doxim TaxPack is a fully automated solution that manages all aspects of the tax form processing. From receipt of initial files, right through to insertion into the postal system and/or upload to an online document repository, Doxim TaxPack has it covered.

Year-end tax form processing can be a costly and time-consuming hassle has to be done every year, complying with strict regulatory mandates. Doxim delivers a solution to help your clients streamline and add value to the process, saving significant print and mail costs en route.

Find Out More

To find out more about Doxim TaxPack™, please contact us.
To find out more about Doxim Enterprise Content Manager, visit our Doxim ECM page. 
Read our Doxim TaxPack™ brochure.
Request a demo for the Doxim Year End Processing (TaxPack™).

Doxim TaxPack™ is a new tax forms processing and distribution service. It allows for a secure and higher quality tax package to the customer while saving on postage. It is a fully automated solution that manages all aspects of tax form processing, from receipt of the initial files to the delivery via postal system and/or upload to an online document repository.

Doxim TaxPack enables organizations to:

Save time by keeping it simple and organized
• Tax Form Merges allow multiple form types to be merged into one print output – there is no need to mail out forms separately
• Real-Time Online Status Reporting lets clients know where forms are and the current production status via online user portal
• Online tax forms converted to PDF can be uploaded to Doxim Enterprise Content Manager – these PDF files can be delivered on fully indexed and searchable optical media
Customize and personalize
• All merged tax form mailings have a custom printed cover sheet that lists enclosed documents and keeps information secure. It also incorporates client’s logos and custom letter text
• The files can be segmented according to data elements to accommodate added-value options such as pulling forms for high net worth clients for courier or hand delivery or splitting the file based on language preferences
Ensure integrity and security with sensitive information
• All documents processed through Doxim TaxPack are subject to OMR, security sequence numbering, and dual camera validation
Save on print and mail costs
• Tax Form Merges save on costs because tax forms go out in one envelope
• Because it is a simpler and more streamlined process, it saves on time and reduces errors

TaxPack Process V2

Click to enlarge.